Palestra Capital Management LLC Q4 2022 Filing
Filed February 14, 2023
Portfolio Value
$1.8T
Holdings
17
Report Date
Q4 2022
Filing Type
13F-HR
All Holdings (17 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMICROSOFT CORP | 743,374 | $178.3B | 9.79% | |
| 2 | GOOGLALPHABET INC | 1,955,018 | $172.5B | 9.47% | |
| 3 | VVISA INC | 730,271 | $151.7B | 8.33% | |
| 4 | METAMETA PLATFORMS INC | 1,100,017 | $132.4B | 7.27% | |
| 5 | WDAYWORKDAY INC | 771,468 | $129.1B | 7.09% | |
| 6 | UNPUNION PAC CORP | 607,312 | $125.8B | 6.90% | |
| 7 | PTCPTC INC | 990,220 | $118.9B | 6.53% | |
| 8 | RACEFERRARI N V | 506,828 | $108.6B | 5.96% | |
| 9 | EXPEEXPEDIA GROUP INC | 1,204,941 | $105.6B | 5.80% | |
| 10 | VMCVULCAN MATLS CO | 598,760 | $104.8B | 5.76% | |
| 11 | FISFIDELITY NATL INFORMATION SV | 1,470,083 | $99.7B | 5.48% | |
| 12 | AVTRAVANTOR INC | 4,263,756 | $89.9B | 4.94% | |
| 13 | HLTHILTON WORLDWIDE HLDGS INC | 671,963 | $84.9B | 4.66% | |
| 14 | LVSLAS VEGAS SANDS CORP | 1,747,057 | $84.0B | 4.61% | |
| 15 | JCIJOHNSON CTLS INTL PLC | 1,301,087 | $83.3B | 4.57% | |
| 16 | APOAPOLLO GLOBAL MGMT INC | 812,006 | $51.8B | 2.84% | |
| 17 | CNXXWCONX CORP | 1,000,000 | $150.0M | 0.01% |